optionboy

Amazon Q1: Beats Expectations, Highlights Kindle 2 Success

Well we almost reached a PE of 60 today, seems ludicrous for any company in this environment. Amazon growth does not justify this high a multiple. How come no one in the media mentions how Amazon padded EPS by tweaking taxes. They do this every quarter with one item or another with the complicity of the media and analyst. What a shame its all become a crooked game.

Amazon Earnings Preview: How Long Before the Jig Is Up?

Amazon should change it name to Accounting tricks - R - Us, since they know most people don't read the details

Amazon Earnings Preview: How Long Before the Jig Is Up?

Look closely for accounting tricks to make earnings, non-cash sale of dvd unit, lowering tax rate, share buyback. Amazon has a bag of ticks to make things look better, but the street lets them get away with it.

Why Amazon Will Continue to Outperform in This Sluggish Market

Yeah amazon is great, they don't make money. Its a manipulated momo stock. PE of 55 for a retailer in recession, give me a break. Amazon is great at playing with their books and analyst always give them a pass on questionable items. They give guidance that you could drive a truck through, so its easy to beat.


On Apr 22 05:50 PM InvestBaboo wrote:

> LOL! What is funny about Amazon is that I check these comments everytime
> before earnings and they are always negative. Yet the stock continues
> to go up and up and up. Amazon's rise is identical to that of Google
> during the early growth years. Amazon is an unstoppable franchise.
> When all is said and done they will be the Walmart of the Internet.
> How do you value a Walmart equivalent on the Internet? Their Kindle
> will probably rival Ipod one day and be ubiquitous. How do you value
> the phenomenal new prospects that lie with the electronic reader?
>
>
> NOW THE MOST IMPORTANT PART OF THIS POST. In terms of technicals
> there is no better chart than Amazon. Technicals at this point in
> time point to blue skies and a huge move upward in Amazon shares.
> Don't slay me for saying this -- slay the charts (!) -- the near
> term target for Amazon is one hundred dollars!

3 Reasons Why Mahaney Thinks Amazon Can Go Higher

You know the top is near when everybody thinks it can't go down. By any metric the valuation on this retailer is a joke. Mahaney wants to create volume for the big boys to exit. Problem is they can't find any more fools to buy a retailer selling a PE of 53 and a PEG of 2.5 that will have no growth in 2009 in a severe recession.

3 Reasons Why Mahaney Thinks Amazon Can Go Higher

Wrong PE if 52 and earnings are estimated at 1.48, net income is supposed to increase zero this year. This stock is way overvalued.

Amazon Looks Even Better Now than It Did in February

That makes sense, a PE of 100 and a PEG of 4 for a retailer in a recession with zero growth in 2009. The Dot.Com bubble days are back.


On Apr 13 03:17 PM Cetin Hakimoglu wrote:

> AMZN 120 soon. This stock is unstoppable.

Amazon Looks Even Better Now than It Did in February

Great time to recommend the stock, after a 125% run up, lets see PE of 53, PEG of 2.5, 11 times book, negative growth in 2009. You mean to tell me you would pay 53 times 2009 earnings when they are supposed to be down? Amazon guided down as much as 37% this quarter, so if they come in 25% they beat, correct ? We are in a severe recession and margins which are non existent will be eroded further. You recommend Amazon when its 3 to four times more expensive that GOOG, APPLE and WMT. Their a retailer, recommending this stock at this price is irresponsible at best and lunacy at worst. This a momo hype stock that does not trade on fundamentals or else it be closer to $35 dollars.

Amazon: Dirty Little Secrets Persist

The valuation on this company is absurd 52 times 2009 earnings, PEG of 2.5 and 11 times book. Their growth in 2009 is estimated to be negative 1%. Besides the things above their accounting is distorted by unusual items, The non-cash sale of a DVD unit for more than its was worth, the tweaking of tax rates when necessary and other items to make the bottom line look better. Reality is Amazon can sell, bu their hard pressed to make money. This stock is all pure hype on hopes for the future. The company is constantly putting out PR to boost their stock. We are in a deep recession and numbers yesterday showed that the consumer is cutting back on using plastic. In this environment do you think its rational to pay over 50 times earnings for a retailer ?

Something Huge Is Happening with Amazon

Just wait until Apple and some others come out with competing products, it will make the Kindle look like a commodore computer, Pumpsters and Hypsters for this stock are out full force and never mention the metrics. This stock will have negative growth this year and sells for 52 times earnings, PEG of 2.5 and 11 times book. Did I forget to mention it has no margins < 4%. It would take 50 years at current earnings to recoup your investments. In this economy how many people are going to spend $ 359 dollars for a book reader ? How many people read that much. Hype, hype,Pump, Pump.

Something Huge Is Happening with Amazon

The stock price has nothing to do withe Kindle, tis a Scam stock that is a retailer selling for a P# of 52. First, dear Amazon is getting sued for copying some of the Kindle technology. Secondly competing products are about to come out that will reduce the Kindle to also ran. Saying that the stock is going up because of the Kindle is ludicrous. If sales were so good don't you think that Amazon's 24/7 PR machine would be telling you? This stock sells for metrics that are absurd, PE of 52, PEG of 2.5 and 11 times book. a retailer in a recession with unemployment increasing.

Amazon: What a Difference a Decade Makes in the Eyes of Barron's

Amazon is the poster child for the corruption we see on Wall street today.

Amazon: What a Difference a Decade Makes in the Eyes of Barron's

what the hell does FCF have to do with anything. apple's FCF is $9.28 and you dont see them at $300 a share.

FCF is meaningless, earnings and shareholder equity growth are the only things shareholders receive.

shareholders buy stocks for earnings, dividends, or shareholder equity growth (retained earnings).

revenue and FCF are worthless to shareholders unless they can produce profits.

dumbest thing ive read all year, frankly.

Amazon: King of the Retailers - Barron's

I guess we are back to the bubble days were PE doesn't matter and some other self serving measure is used. The stock sells for a PE of close to 50, what is reasonable for zero to negative growth in 2009, 80, 90 or 100. Of course we are in a severe recession something which the author of the article chose to ignore.

Amazon: What a Difference a Decade Makes in the Eyes of Barron's

I guess we are back to the bubble days were PE doesn't matter and some other self serving measure is used. The stock sells for a PE of close to 50, what is reasonable for zero to negative growth in 2009, 80, 90 or 100. Of course we are in a severe recession something which the author of the article chose to ignore.